Copying fund details from existing funds to new funds in allocation pools

In database view, we were able to copy fund details from existing funds to a newly added fund. We then only needed to change the transaction details on the new fund. Now, in webview, we need to add all the details to every new fund. This is not efficient, and does create many opportunities for errors in setting up new funds. We add new funds to pools all the time, and this does affect our ability to process this information quickly and accurately.

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  • May 27 2026
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